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Managed vs Self-Directed Trading: What’s Right for You?
we are here to provide you best Managed vs Self-Directed Trading: What’s Right for You?
Professionally managed portfolio of individual assets, offering transparency, control, and tailored trading strategies.
A tax-efficient way to invest in shares, funds, and bonds while aiming for long-term growth.
A tax-free savings and investment account to help secure your child’s financial future.
Save for your first home or retirement with a 25% government bonus, tax-free.
Your investments are overseen by seasoned professionals using proven strategies tailored to your goals.
We operate under strict UK regulations, giving you peace of mind that your money is in safe hands.
Full visibility into your holdings, performance, and fees—no hidden surprises.
We take time to understand your needs and craft investment solutions that truly fit.
Live overview of major global stock markets, including key indices and current performance trends.
Please remember, the value of your investments can go down as well as up, so you may get back less than you invest. If you are unsure if this service is suitable for you, please contact a financial adviser.
Over 15 years delivering ethical, high-performance investment solutions.
Access to major financial markets including LSE, NYSE, and Frankfurt Exchange.
All investments remain in segregated accounts under the client’s own name.
Tell us a few details about your existing provider and investments. Please check your personal details like your name and address are up-to-date with your existing provider as any differences can slow things down.
If we manage your investments for you, you’ll need to call us to start a transfer. You can speak to us on 0207 459 4754 from 9am to 5pm, Monday to Friday.
If your investments can be transferred online, you won’t normally need to do anything else. We’ll only contact you if we need some extra information.
Some providers need to see signed paperwork before transferring. If your provider is one of them we’ll give you a pre-filled form to print off, sign and post to us.
Some providers need to see signed paperwork before transferring. If your provider is one of them we’ll give you a pre-filled form to print off, sign and post to us.
To complete your transfer, your existing provider may sell your current investments and send the money to us. We’ll then re-invest your money in the Sentinel funds you’ve chosen. If markets go up while your money isn’t invested, you could potentially miss out on some gains.
we are here to provide you best Managed vs Self-Directed Trading: What’s Right for You?
Discover how starting early with a Junior ISA can provide long-term financial security for your child—with tax-free growth and flexible investment options.
A beginner-friendly guide breaking down what managed accounts are, how they work, and how they compare to DIY trading or robo-advisors.
A Stocks & Shares ISA is a tax-efficient account where you can invest in a wide range of assets. A Managed Trading Account, on the other hand, is actively overseen by professionals and may offer more personalised strategies, but without the ISA tax benefits.
Yes. Managed accounts are typically held with FCA-regulated custodians, and your funds remain in your name. You also benefit from investor protection schemes and full transparency over your holdings.
You can withdraw from most ISAs at any time without penalty, but doing so may affect your annual ISA allowance. Some ISAs, like the Lifetime ISA, have specific conditions for withdrawals to avoid losing the government bonus.
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